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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110B
AUM Growth
+$6.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,676
New
Increased
Reduced
Closed

Top Buys

1
+$320M
2
+$288M
3
+$264M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$106M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$97.9M

Top Sells

1
+$444M
2
+$326M
3
+$222M
4
ELV icon
Elevance Health
ELV
+$200M
5
APH icon
Amphenol
APH
+$169M

Sector Composition

1 Technology 21.13%
2 Financials 9.59%
3 Industrials 9.46%
4 Healthcare 6.94%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.69M ﹤0.01%
50,598
+38,988
2027
$1.68M ﹤0.01%
127,002
+18,017
2028
$1.68M ﹤0.01%
218,064
+203,659
2029
$1.68M ﹤0.01%
54,648
-8,798
2030
$1.68M ﹤0.01%
82,187
-1,712
2031
$1.68M ﹤0.01%
61,742
-3,978
2032
$1.67M ﹤0.01%
34,757
2033
$1.67M ﹤0.01%
17,996
-1,975
2034
$1.67M ﹤0.01%
111,525
+2,664
2035
$1.66M ﹤0.01%
12,431
-1,327
2036
$1.66M ﹤0.01%
103,257
-4,773
2037
$1.66M ﹤0.01%
50,260
+5,675
2038
$1.66M ﹤0.01%
51,451
-2,204
2039
$1.66M ﹤0.01%
51,907
-953
2040
$1.66M ﹤0.01%
40,068
+1,017
2041
$1.66M ﹤0.01%
123,923
+10,540
2042
$1.65M ﹤0.01%
86,416
+571
2043
$1.65M ﹤0.01%
265,326
+820
2044
$1.65M ﹤0.01%
174,059
-12,985
2045
$1.65M ﹤0.01%
235,221
-1,506
2046
$1.64M ﹤0.01%
96,062
+41,337
2047
$1.64M ﹤0.01%
135,035
+19,345
2048
$1.64M ﹤0.01%
11,271
-3,235
2049
$1.64M ﹤0.01%
22,317
+15,322
2050
$1.64M ﹤0.01%
39,795
-29,092
80 81
82
83 84